Clients can easily be added and details updated as necessary following the steps below.
There are three types of clients in TOORS:
- Givers – these names appear in the income screens and are able to be selected as the Treasurer in Organisation Edit.
- Suppliers – these names appear in the expense screens only
- Givers and Suppliers – these names appear in the income and expense screens
Clients
Clients can easily be added and details updated as necessary following the steps below.
| 1 | Under the Admin menu, select Go to the Admin menu, then click Client.
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| 2 | To search for an existing client, enter the Given Name, Select your search filters. These can either be one or a combination of the following:
Click Search. | |
| 3 | Click on Highlight the desired client that you wish to update. This will bring up the clients details .
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| 4 | If client is no longer needed, it the desired client can be made inactive so that it does not appear in the income and expense screens by unselecting the 'Active' checkbox. | |
| 5 | Once you have updated what is neededall changes have been made, click Save. | |
| 6 | Under the Transaction tab, you are also able to see a list of all transactions that have been processed for the selected client.
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| 7 | If you wish to clear the search results, click the Clear button. | |
| 8 | Alternatively, add a new client by clicking New |
